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← DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE INC

Form 990 for tax year 2023

Filed by DR GERTRUDE A BARBER EDUCATIONAL INSTITUTE INC.

Totals

Total revenue
$245,407
Total expenses
$242,089
Contributions and grants received
$111,423
Grants paid
$0
Program service revenue
$136,191
Investment income
$0
Other revenue
-$2,207
Total assets, end of year
$348,613
Total liabilities, end of year
$126,791
Net assets or fund balances, end of year
$221,822
Program services expenses (Part IX)
$151,022
Management and general expenses
$91,067
Fundraising expenses
$0
Program service expenses (Part III)
$151,022

Program services were 62.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $42,974

  • 1f · All other contributions, gifts and grants

    $68,449

  • 1g · Noncash contributions included above

    $17,824

  • 2a · Program service revenue: BARBER BEAST ON BAY

    total $114,299 · related or exempt $114,299

  • 2b · Program service revenue: ART SHOW

    total $21,892 · related or exempt $21,892

  • 10a · Gross sales of inventory

    $12,298

  • 10b · Cost of goods sold

    $22,882

  • 10c · Net income from sales of inventory

    total -$10,584 · related or exempt -$10,584

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $8,377 · related or exempt $8,377

  • 11e · Other revenue, total

    $8,377

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $2,550 · management and general $2,550

  • 11c · Fees: accounting

    total $1,600 · management and general $1,600

  • 11g · Fees: other

    total $102,097 · program services $33,362 · management and general $68,735

  • 12 · Advertising and promotion

    total $67,110 · program services $67,110

  • 13 · Office expenses

    total $17,549 · program services $17,038 · management and general $511

  • 14 · Information technology

    total $601 · program services $601

  • 16 · Occupancy

    total $2,604 · management and general $2,604

  • 19 · Conferences, conventions and meetings

    total $4,738 · program services $4,738

  • 20 · Interest

    total $278 · management and general $278

  • 22 · Depreciation, depletion and amortization

    total $8 · management and general $8

  • 23 · Insurance

    total $1,692 · program services $343 · management and general $1,349

  • 24a · Other expenses: ADMIN & STAFF DEVELOPME

    total $12,568 · management and general $12,568

  • 24b · Other expenses: EQUIPMENT LEASE

    total $3,612 · program services $3,612

  • 24c · Other expenses: PA SALES AND USE TAX

    total $1,966 · program services $1,962 · management and general $4

  • 24d · Other expenses: COST OF FUNDRAISER FOOD

    total $685 · program services $685

  • 24e · All other expenses

    total $22,431 · program services $21,571 · management and general $860

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $265,108 · end of year $257,499

  • 4 · Accounts receivable

    beginning of year $18,797 · end of year $14,441

  • 8 · Inventories for sale or use

    beginning of year $15,903 · end of year $38,764

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,582 · end of year $37,909

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,583 · end of year $35,165

  • 19 · Deferred revenue

    beginning of year $74,303 · end of year $91,626

  • 27 · Net assets without donor restrictions

    beginning of year $218,504 · end of year $221,822

Mission and programs · 2023

Mission

DEDICATED TO INCREASING OPPORTUNITY AND INTEGRATION INTO THE COMMUNITY FOR PEOPLE WITH DISABILITIES AS WELL AS DEVELOPING HEALTHY COMMUNITIES IN WHICH ALL PEOPLE ARE WELCOMED AND FULLY ACCEPTED. THE INSTITUTE'S APPROACH TO ITS MISSION IS GROUNDED ON THREE FUNDAMENTAL PILLARS ENCOMPASSING MIND, BODY, AND SPIRIT. THE INSTITUTE WILL PROVIDE STATE-OF-THE ART LEARNING OPPORTUNITIES AND EDUCATION FOR PERSONS WITH DISABILITIES, THEIR FAMILIES & THE ENTIRE COMMUNITY. THE INSTITUTE WILL PROVIDE EDUCATION AND CONSTRUCTIVE SERVICES TO PROFESSIONALS AND OTHER PERSONS, WHO TREAT, EDUCATE, WORK WITH OR INTERACT WITH PERSONS WITH DISABILITIES. THE INSTITUTE WILL PROVIDE HEALTHY ACTIVITIES FOR ALL PERSONS ENCOURAGING ENGAGEMENT IN PHYSICAL ENDEAVORS, TO PROMOTE A HEALTHY AND VIBRANT LIFESTYLE FOR PERSONS WITH DISABILITIES AND THE ENTIRE COMMUNITY. AND FINALLY, BY INCREASING INVOLVEMENT AND PARTICIPATION OF INDIVIDUALS WITH DISABILITIES IN THE ARTS, WE WEAVE A RICHER AND MORE DIVERSE COMMUNITY FOR ALL.

Activities or mission (Part I)

DEDICATED TO INCREASING OPPORTUNITY & INTEGRATION INTO THE COMMUNITY FOR PEOPLE WITH DISABILITIES AS WELL AS DEVELOPING HEALTHY COMMUNITIES IN WHICH ALL PEOPLE ARE WELCOMED AND FULLY ACCEPTED. THE INSTITUTE'S APPROACH TO IT'S MISSION IS GROUNDED ON THREE FUNDAMENTAL PILLARS ENCOMPASSING MIND, BODY, AND SPIRIT. THE INSTITUTE WILL PROVIDE STATE-OF-THE-ART LEARNING OPPORTUNITIES AND EDUCATION FOR PERSONS WITH DISABILITIES, THEIR FAMILIES AND THE ENTIRE COMMUNITY. THE INSTITUTE WILL PROVIDE EDUCATION AND CONSTRUCTIVE SERVICES TO PROFESSIONALS AND OTHER PERSONS WHO TREAT, EDUCATE, WORK WITH OR INTERACT WITH PERSONS WITH DISABILITIES. THE INSTITUTE WILL PROVIDE HEALTHY ACTIVITIES FOR ALL PERSONS ENCOURAGING ENGAGEMENT IN PHYSICAL ENDEAVORS, TO PROMOTE A HEALTHY AND VIBRANT LIFESTYLE FOR PERSONS WITH DISABILITIES AND THE ENTIRE COMMUNITY. AND FINALLY, BY INCREASING INVOLVEMENT AND PARTICIPATION OF INDIVIDUALS WITH DISABILITIES IN THE ARTS, WE WEAVE A RICHER & MORE DIVERSE COMMUNITY FOR ALL.

  • SINCE 2013, THE EDUCATIONAL INSTITUTE HAS SPONSORED BARBER BEAST ON THE BAY AT PRESQUE ISLE STATE PARK WHICH INCLUDES A 10-MILE OBSTACLE COURSE CHALLENGE AS WELL AS A 1-MILE COURSE ADAPTED FOR ADULTS WITH DISABILITIES. AFTER THE EVENT WAS HELD VIRTUALLY IN 2020, IT RETURNED IN-PERSON IN 2021 TO MORE THAN 800 PARTICIPANTS IN THE 10-MILE COURSE AND NEARLY 100 ADULTS WITH DISABILITIES FOR THE ADAPTED COURSE. THE EVENT CONTINUED TO GROW IN 2022 AND 2023 WITH INCREASED PARTICIPATION. 2024 WAS THE 11TH YEAR AND THE EVENT CONTINUES TO PROVE POPULAR WITH OVER 1,250 PARTICIPANTS IN THE 10-MILES COURSE AND OVER 100 ADULTS WITH DISABILITIES IN THE ADAPTED COURSE.

    Expenses $118,487 · Revenue $114,299

  • FOR 17 YEARS, THE INSTITUTE HAS SPONSORED A COMMUNITY ART SHOW, "CELEBRATING THE POSSIBILITIES," TO BRING TOGETHER YOUTH AND ADULT ARTISTS FROM THE REGION WITH ARTISTS WITH DISABILITIES OR BEHAVIORAL HEALTH CHALLENGES. 2023 SAW THE FIRST HYBRID EXPERIENCE OF BOTH IN-PERSON AND ONLINE SHOWS. THE EVENT IN 2024 WAS, AGAIN, HYBRID AND IN-PERSON WITH MORE THAN 400 PIECES ON DISPLAY BY KNOWN AND UPCOMING TALENTED ADULT AND YOUTH ARTISTS FROM ACROSS THE TRI-STATE AREA, INCLUDING THE ARTWORK OF OUR VERY OWN STUDENTS AND ADULTS OF THE BARBER INSTITUTE. THE UNIQUE AND BEAUTIFUL ARTWORK INCLUDED PAINTINGS, DRAWINGS, SCULPTURES, CERAMICS, PHOTOGRAPHY, MIXED MEDIA AND WORKS IN FIBER.

    Expenses $29,845 · Revenue $21,892

  • THE AUTISM MANUAL IS USED TO EDUCATE PROFESSIONALS TREATING INDIVIDUALS WITH AUTISM AS WELL AS FAMILIES OF CHILDREN LIVING WITH THE CHALLENGES OF AUTISM. THE MANUAL HAS BEEN SOLD TO A VARIETY OF USERS SUCH AS INDIVIDUALS, BOOKSTORES, AND COLLEGES WHICH USE THE BOOK IN THEIR CURRICULUM FOR THE BEHAVIORAL SPECIALIST CERTIFICATE PROGRAMS. IN 2023, AN EXTENSIVE REVISION OF THE AUTISM MANUAL WAS COMPLETED, AND SALES OF THE REVISED MANUAL CONTINUE IN 2024.

    Expenses $1,916

  • Expenses $774

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John J Barber III

    PRESIDENT/CHAIRMAN

    Total calculated
    $766,305
    From this org
    $0
    From related orgs
    $742,810
    Other
    $23,495
    Hours/week
    0.5 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $719,320 related
    Bonus
    $0
    Other
    $0 + $23,490 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,495 related
    Filer's total
    $0 + $766,305 related

  • Dr Maureen Barber-Carey

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $224,801
    From this org
    $0
    From related orgs
    $215,312
    Other
    $9,489
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $204,985 related
    Bonus
    $0
    Other
    $0 + $10,327 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,489 related
    Filer's total
    $0 + $224,801 related

  • Bridget Barber

    DIRECTOR

    Total calculated
    $130,628
    From this org
    $0
    From related orgs
    $120,582
    Other
    $10,046
    Hours/week
    1 + 36.5 related

  • Patrick Barber

    DIRECTOR

    Total calculated
    $165,239
    From this org
    $0
    From related orgs
    $165,186
    Other
    $53
    Hours/week
    1 + 40.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,784 related
    Bonus
    $0
    Other
    $0 + $4,402 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $53 related
    Filer's total
    $0 + $165,239 related

  • Robert W Barber Esq

    DIRECTOR

    Total calculated
    $166,573
    From this org
    $0
    From related orgs
    $165,175
    Other
    $1,398
    Hours/week
    1 + 39.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,752 related
    Bonus
    $0
    Other
    $0 + $2,423 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,398 related
    Filer's total
    $0 + $166,573 related

  • Eileen O'Hare

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.2 related

  • Laura Schaaf

    DIRECTOR

    Total calculated
    $114,067
    From this org
    $0
    From related orgs
    $94,587
    Other
    $19,480
    Hours/week
    15 + 22.5 related

  • Robert J Will

    DIRECTOR

    Total calculated
    $20,000
    From this org
    $0
    From related orgs
    $20,000
    Other
    $0
    Hours/week
    1 + 3 related

  • Jean Nielsen

    CHIEF FINANCIAL OFFICER

    Total calculated
    $209,631
    From this org
    $0
    From related orgs
    $191,040
    Other
    $18,591
    Hours/week
    0.5 + 50.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $181,459 related
    Bonus
    $0
    Other
    $0 + $9,581 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $18,591 related
    Filer's total
    $0 + $209,631 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
DR. GERTRUDE A. BARBER EDUCATION INSTITUTE, INC. RELIED ON A RELATED ORGANIZATION, THE DR. GERTRUDE A. BARBER CENTER, INC., TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS. THE DR. GERTRUDE A. BARBER CENTER, INC. USED THE FOLLOWING METHODS: -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • THE CAUSE FOR GERTRUDE A BARBER LLC

    TO PROMOTE GERTRUDE A. BARBER AS A CANDIDATE FOR SAINTHOOD · PA

    Directly controlled by DR GERTRUDE A BARBER EDUCATIONAL INSITUTE INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • BARBER ENTERPRISE SOLUTIONS INC

    C · MANAGEMENT SUPPORT AND CONSULTING SERVICES · PA · controlled entity

    Directly controlled by BARBER SERVICES SYSTEMS INC

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202531289349301863

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